Financial & Systems Readiness
Buyers pay for earnings they can trust. We rebuild the financial foundation of your business, including costing, inventory, controls and reporting, so your numbers hold up in diligence and the business runs without you holding it together.
CMA Expertise
Finance Leadership
Ready for QoE
What you get
Accurate job costing: true margin by part, job, customer, program and machine
Inventory and Revenue recognition: ASC606 for long-run contracts.
Defensible EBITDA: normalized earnings, including related-party rent and multi-entity consolidation, with add-backs that survive quality of earning
Automated reporting: a faster close, clean ERP data, and KPI dashboards covering on-time delivery, quote win rate and margin by job
Why it matters
In diligence, every number you can't support becomes a price reduction. Machine shops commonly lose value through inaccurate job costing, inventory that gets written down, and add-backs buyers reject. Clean, automated financials protect your price and shorten diligence. They also give you clearer view of how to run the business today.
How it works
Review: we assess your month end close process, revenue recognition, costing, inventory, fixed assets, controls and ERP data
Rebuild: we fix contract revenue recognition, costing models, inventory and scrap processes, and internal controls ourselves rather than handing them off
Automate: we streamline the close and build KPI dashboards that run without the owner
Validate: we test your financials against buyer quality-of-earnings standards and normalize EBITDA
